Filed July 18, 2025
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,282 | $209,832-78.4% | $189,513-76.1% | $167,490-73.0% |
| Participation rate | 94.1% | 88.7%+5.5pp | 87.8%+6.3pp | 82.1%+12.0pp |
| Annual return | 6.61% | 748.27%-741.7pp | 555.15%-548.5pp | 478.56%-471.9pp |
| Employer contribution / active EE | $1,437 | $6,914-79.2% | $6,162-76.7% | $4,837-70.3% |
| Participant deferral / active EE | $3,564 | $8,935-60.1% | $8,221-56.7% | $6,341-43.8% |
| Admin fee / account holder | $219 | $14,293-98.5% | $12,045-98.2% | $12,309-98.2% |